13F Insight
DOSSIER · 13F-HR · Q3 2026

True Wealth Design, LLC

$426M in tracked AUM across 2,586 positions as of Q3 2026.

TW
CIK 0001966033 · last filed Sep 30, 2026
Total AUM
$426M
as of Q3 2026
Holdings
2,586
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

True Wealth Design, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$65M1.5M15.4%02
BOXX
EA SERIES TRUST
$56M471K13.1%03
DFIC
DIMENSIONAL ETF TRUST
$43M1.2M10.2%04
DUHP
DFA INVT DIMENSIONS GROUP IN
$34M790K7.9%05
DFEV
DIMENSIONAL ETF TRUST
$29M694K6.9%06
TUA
SIMPLIFY EXCHANGE TRADED FUN
$26M1.4M6.0%07
DIHP
DIMENSIONAL ETF TRUST
$17M501K4.0%08
AVUV
AMERICAN CENTY ETF TR
$13M109K3.0%09
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$9M186K2.0%10
PMBS
PIMCO ETF TR
$7M151K1.6%

Filing history

2026Q3Sep 30
$426M▲ 1.2%
2,586 positionsView →2026Q2Jun 30
$420M▲ 16.7%
2,656 positionsView →2026Q1Mar 31
$360M▲ 5.7%
2,699 positionsView →2025Q4Dec 31
$341M▲ 4.3%
2,556 positionsView →2025Q3Sep 30
$327M▲ 15.3%
2,712 positionsLocked2025Q2Jun 30
$284M▲ 24.7%
2,565 positionsLocked2025Q1Mar 31
$228M▼ 11.7%
1,396 positionsLocked2024Q4Dec 31
$258M▲ 0.6%
1,350 positionsLocked2024Q3Sep 30
$256M▼ 36.7%
1,274 positionsLocked2024Q2Jun 30
$405M▲ 0.8%
780 positionsLocked2024Q1Mar 31
$401M▲ 13.0%
787 positionsLocked2023Q4Dec 31
$355M▲ 18.8%
778 positionsLocked
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